Invesco Trust for Investment Grade New York Municipals
Total Trades
16
Buys
14
Sells
2
Largest Trade
$1M+
Insiders
1
Institutional Funds
19
Inst. Value
$1M+
Activist Filings
20
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 10% Owner | SELL | $1M+ | 803K | $11.50 | Oct 7, 2024 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $500K+ | 77K | $11.52 | Oct 3, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 25K | $10.52 | Mar 4, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1K–$15K | 1K | $10.49 | Jan 16, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $50K–$100K | 8K | $10.39 | Jan 3, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 84K | $9.98 | Dec 1, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 45K | $9.89 | Nov 28, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $50K–$100K | 8K | $9.84 | Nov 24, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 22K | $9.74 | Nov 21, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 65K | $9.69 | Nov 17, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 47K | $9.44 | Nov 14, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 58K | $9.44 | Nov 13, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1K–$15K | 830 | $9.29 | Nov 9, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 40K | $9.05 | Nov 7, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $50K–$100K | 7K | $8.62 | Nov 3, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 18K | $8.56 | Oct 31, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 19 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 474K | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 255K | $1M+ | SH |
| Indivisible Partners | 228K | $1M+ | SH |
| ASHTON THOMAS SECURITIES, LLC | 144K | $1M+ | SH |
| MORGAN STANLEY | 114K | $1M+ | SH |
| Lido Advisors, LLC | 100K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 50K | $500K+ | SH |
| LPL Financial LLC | 40K | $100K–$500K | SH |
| SHUFRO ROSE & CO LLC | 26K | $100K–$500K | SH |
| PEAPACK GLADSTONE FINANCIAL CORP | 23K | $100K–$500K | SH |
| MML INVESTORS SERVICES, LLC | 22K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 18K | $100K–$500K | SH |
| UBS Group AG | 17K | $100K–$500K | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 13K | $100K–$500K | SH |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12K | $100K–$500K | SH |
| PFG Investments, LLC | 10K | $100K–$500K | SH |
| Fingerlakes Wealth Management, Inc. | 10K | $100K–$500K | SH |
| WELLS FARGO & COMPANY/MN | 9K | $50K–$100K | SH |
| Aventura Private Wealth, LLC | 4K | $15K–$50K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13D/A · Dec 18, 2024
3.4%
493K shares
SC 13D/A · Dec 12, 2024
1.9%
283K shares
SC 13D/A · Nov 25, 2024
6.5%
1.3M shares
SC 13D/A · Nov 13, 2024
7.6%
1.5M shares
SC 13D/A · Nov 6, 2024
8.6%
1.7M shares
SC 13D/A · Oct 7, 2024
9.6%
1.9M shares
SC 13D/A · Jun 14, 2024
14.2%
2.8M shares
Sit Investment Associates, Inc.
SC 13D/A · May 7, 2024
9.6%
1.9M shares
SC 13D/A · May 7, 2024
14.2%
2.8M shares
Sit Investment Associates, Inc.
SC 13D · Mar 28, 2024
8.3%
1.6M shares
SC 13D/A · Mar 6, 2024
14.1%
2.7M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Feb 14, 2024
6.4%
1.2M shares
SC 13D/A · Dec 11, 2023
13.0%
2.5M shares
SC 13D/A · Nov 21, 2023
12.0%
2.3M shares
(S) Karpus Investment Management
SC 13G/A · Nov 9, 2023
1.0%
192K shares
SC 13D · Oct 18, 2023
10.7%
2.1M shares
SC 13G · Sep 22, 2023
6.0%
1.2M shares
(S) Karpus Investment Management
SC 13G/A · Feb 14, 2023
6.9%
1.3M shares
(S) Karpus Investment Management
SC 13G · Feb 14, 2022
5.1%
995K shares
SC 13G · Jan 14, 2022
6.2%
1.2M shares